Salesforce-Net-Zero-Cloud Practice Test

Salesforce Spring 25 Release
44 Questions

A sustainability manager has received a file of electricity bills to import into Salesforce. What is the best way to avoid duplicating records?

A. Merge Leads Function

B. Validation rules

C. Insert new records with Data Loader

D. Update/Insert records with Data Import Wizard

D.   Update/Insert records with Data Import Wizard

Explanation:

When importing data like electricity bills into Salesforce, and you want to avoid duplicating records, the best approach is to use:

Update/Insert (Upsert) with Data Import Wizard

✅ This method checks for existing records based on a unique identifier (like Record ID or external ID).
✅ If a matching record exists → it updates it.
✅ If no matching record is found → it inserts a new one.
✅ This is the best way to safely import bulk data without duplication.

Why the other options are incorrect:

A. Merge Leads Function
❌ Only applies to Leads, not custom objects like Energy Use Records or imported bills.

B. Validation rules
❌ These ensure data quality, not deduplication. They can't prevent record duplication on their own.

C. Insert new records with Data Loader
❌ This will add new records regardless of duplicates, potentially creating many copies.

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